The Momentum GF Global Equity Fund and Momentum GF Global Sustainability Equity Fund are perfectly suited to provide South African investors with access to a wide range of ideas and investment opportunities available globally.
Central bank policymaking in the age of Covid was initially straightforward. Central banks acted in unison to cut rates, and many also injected substantial amounts of liquidity into their financial systems. The world saw synchronised easing in response to an unprecedented crisis.
Investors in global equity markets have experienced a roller-coaster ride over the last year and a half. Stocks crashed at a record pace in March 2020, followed by a sharp rebound on the back of unparalleled fiscal and monetary responses from central banks across the world.
By: Reza Hendrickse, Portfolio Manager at PPS Investments While yesterday’s National Elections will provide more certainty for South African markets in the months ahead, this period also provides a window of opportunity to reflect on the first quarter’s performance to determine the path required for a better 2019.
While the appetite for global exposure among South African retail investors is undoubtedly on the upswing – fuelled by a combination of rand weakness and a greater need for diversification – many are concerned that several global asset classes currently appear overvalued. The question then begs, where are the pockets of value in the global...
A last-ditch volte-face agreement by Greece to EU austerity measures and disappointing Chinese manufacturing data, coupled with economic contraction from Russia, Brazil and South Africa, provided multiple risk-off triggers for market participants this quarter. The People’s Bank of China also fired the currency war bazooka, which led to a rout in both emerging market and...
Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za